3 Strategy Questions for Brazil’s OMO Leader Magazine Luiza / Magalu (Tech Strategy – Podcast 140)

This week’s podcast is about Magazine Luiza / Magalu and how they ended up as the pioneer of online-merge-offline (OMO) in Brazil retail. They have a fascinating business model. You can listen to this podcast here or at iTunes and Google Podcasts. Here are my three strategy questions about Magalu: Big Question #1: Will Magalu Become an “Ultimate […]

To access this post, you must log in as a member, purchase Subscriptions.

3 Strategy Questions for Brazil’s OMO Leader Magazine Luiza / Magalu (Tech Strategy – Podcast 140)

This week’s podcast is about Magazine Luiza / Magalu and how they ended up as the pioneer of online-merge-offline (OMO) in Brazil retail. They have a fascinating business model. You can listen to this podcast here or at iTunes and Google Podcasts. Here are my three strategy questions about Magalu: Big Question #1: Will Magalu Become an “Ultimate […]

Alibaba’s 11 Growth Strategies (Tech Strategy – Daily Article)

I keep an eye on the larger moves by Alibaba. Not the constant stream of announcements and endless initiatives but the larger strategic moves that I think will change the trajectory of the company. This usually means talking with management when I can and following the investor days. A couple of years ago, Maggie Wu […]

5 Lessons from Jumia on the Risks and Economics of Ecommerce in Developing Countries (Tech Strategy – Daily Article)

I was in Kenya last month and got a chance to play with Jumia and Jumia Food, the big ecommerce apps in most of the big African countries. Especially Nigeria, Kenya, Uganda, Egypt, Ghana and Egypt. And Jumia’s annual report is pretty interesting reading. In terms of strategy, Jumia has pretty standard marketplace platforms for […]

To access this post, you must log in as a member, purchase Subscriptions.

Facebook and WhatsApp Are the Wild Card of Asia Ecommerce (Tech Strategy – Daily Article)

In 2019, Mark Zuckerberg released a memo on “privacy-focused messaging and social networking” – and charted a new direction for Facebook. In theory, the memo had some big implications. It looked like the first move in a strategy to turn Facebook into a much larger and even more powerful company. From very big to ridiculously […]

To access this post, you must log in as a member, purchase Subscriptions.

Amazon’s Moat is Growing in Ecommerce. But Falling in Video. Just Like for Netflix. (Tech Strategy – Podcast 125)

This week’s podcast is about Amazon’s competitive advantages. We can see clearly growing moats in ecommerce. But increasing competition is revealing the lack of defenses in video streaming. Netflix has the same problem. You can listen to this podcast here or at iTunes and Google Podcasts. —— Related articles: Why I Really Like Amazon’s Strategy, Despite the Crap […]

To access this post, you must log in as a member, purchase Subscriptions.